Platform

The anchor text on the left side navigation menu to access the CRM is titled "Contacts". Under the "Contacts" (CRM) anchor text are the subsections, "Contacts", "Companies", and "Tasks". Currently it is listed as follows: [CONTACTS] Contacts Companies Tasks Naming the anchor text as "Contacts" is counterintuituve and confusing. Since the "Contacts", "Companies", and "Tasks" are subsections of the CRM, the logical anchor text should be named "CRM". [CRM] Contacts Companies Tasks

Transform engagement activities and buyer profile fit into quantifiable scores by assigning specific point values to categorize leads as "Cold," "Warm," or "Hot." Lead scoring facilitates prioritization and delivers improved flexibility in identifying leads with good sales potential.

Capture enquiries, contact details, survey responses, and more with our dynamic new Form Builder. Build flexible, embeddable forms for a wide variety of use cases. Ask for email addresses or phone numbers, create surveys, and design it all so it seamlessly matches your website. Currently in beta, but available to all partners. Upon full release it will sync contact information with the new CRM. At this time, simply download submissions as a CSV.

Sales representatives can easily filter through their task list to the ones they wish to focus on. By clicking on "Start Task" they will be directed to the relevant contact or company profile with a task banner, which they can choose to complete, reschedule or skip the tasks. This makes working on sales tasks more trackable, streamlined, and efficient. December 18th update:

Partner Center users can capture and store information about their contacts and companies and create associations between them in Partner Center. November 13th update October 23rd update September 25th update September 8th update As an agency owner, effectively managing customer relationships is vital to your success. Currently, Vendasta's Sales & Success Center offers a CRM experience that put companies first and makes it difficult to create and manage contacts, causing issues when integrating with other software that you use that contains the customer data. With the new CRM, partners can now easily manage and organize their contacts, companies, and activities data from various sources within Partner Center, consolidating all the information in one place. Partner Users will be able to: Create a contact without a company Setting up flexible associations between contact and company Log activities on contacts or/and companies' timeline Search and filter on all contacts, companies, and activities fields Existing accounts, contacts/users and activities data in Sales & Success Center will be replicated over to the new contact, companies, and activities pages in Partner Center Support other services and vendors to extend and update the contacts, companies, and activities models

How about crafting an in-depth, white-label instructional video that thoroughly covers the Sales & Success Center, including all of its features and the CRM system? This resource would be invaluable for both agency owners and their sales teams, streamlining their learning process. Instead of navigating through an extensive array of articles, they would be able to quickly get up to speed on using the system effectively.

Can a feature be added so you can click a column header and the information is sorted either alphabetically or chronologically.

In Partner Center's Manage Accounts page, I want to filter by Product edition, for example I want to be able to get only Accounts with Repuation Management Express. Right now I can't filter by editions in the product selector so I would only be able to filter by Repuation Management product and I would get a list of Accounts with both Reputation Management Express and Pro editions.

Add a fourth stage to the Customer Lifecycle Statuses available to include former customers to separate churned customers from those that are currently active, and make it easy to re-market to them.